Log in to INSZoom.
Select Reports in the left navigation bar.
Select Reports 1.0.
Select Adhoc Reports from the list of reports. If you do not see Adhoc Reports in the list, you may need to contact INSZoom to request access to the Adhoc reporting functionality.
Select Add Template.
Enter a name for the template (e.g. Contact Export) and save.
Add the Input Columns. There is a maximum of 100 columns per report. These are the columns you will use as filters:
Select Attach/Remove Columns above the Input Columns box.
Choose Client from the Find In dropdown.
Choose the columns in the Removed Columns list on the left side.
Select Add to move them to the Attached Columns list on the right side.
Select Save.
Add the Export Columns. There is a maximum of 100 columns per report. These are the columns that will be exported for the contact:
Select Attach/Remove Columns above the Output Columns box.
Choose Client from the Find In dropdown.
Choose the columns in the Removed Columns list on the left side. Include Client ID in order to link the contact to the matter.
Select Add to move them to the Attached Columns list on the right side.
Select Save.
Run the report.
Select the value(s) for the Input Columns you added to filter the report accordingly.
Select Get Report. Check that popups are not blocked.
Select Click Here to download the report as an excel/csv file from the popup window.
Matters:
Log in to INSZoom.
Select Reports in the left navigation bar.
Select Reports 1.0.
Select Adhoc Reports from the list of reports. If you do not see Adhoc Reports in the list, you may need to contact INSZoom to request access to the Adhoc reporting functionality.
Select Add Template.
Enter a name for the template (e.g. Matter Export) and save.
Add the Input Columns. There is a maximum of 100 columns per report. These are the columns you will use as filters:
Select Attach/Remove Columns above the Input Columns box
Choose Case from the Find In dropdown.
Choose the columns in the Removed Columns list on the left side.
Select Add to move them to the Attached Columns list on the right side.
Select Save.
Add the Export Columns. There is a maximum of 100 columns per report. These are the columns that will be exported for the contact:
Select Attach/Remove Columns above the Input Columns box
Choose Case from the Find In dropdown.
Choose the columns in the Removed Columns list on the left side. Include Client ID in order to link the contact to the matter.
Select Add to move them to the Attached Columns list on the right side.
Select Save.
Run the report.
Select the value(s) for the Input Columns you added to filter the report accordingly.
Select Get Report. Check that popups are not blocked.
Select Click Here to download the report as an excel/csv file from the popup window.